DOGMX Mutual Fund Analysis & Holdings | MarketXLS

DOGMX Mutual Fund

NAV$9.85

AUM$102M

TER0.25%

Holdings166

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DOGMX Mutual Fund

NAV$9.85

DFA Oregon Municipal Bond Portfolio Institutional Class

AUM$102M

TER0.25%

Holdings166

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DOGMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DOGMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DOGMX Mutual Fund Overlap Analysis

DOGMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DOGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, DOGMX may share significant positions with broad-market funds.

DOGMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DOGMX tax-loss harvesting finds highly correlated but non-identical funds.